Planned Giving

Planned gifts are beneficial to both the college and the donor.  They can be arranged with your financial advisor and the Fort Lewis Foundation staff and can provide you, the donor, with benefits that include tax deductions, avoidance of capital gains taxes, and increased income.  At the same time, they provide support for Fort Lewis College.

Gifts may be made as bequests, charitable gift annuities, charitable remainder trusts, life estates, insurance policies, IRA’s, or living trusts.  Any gift may be designated for a specific purpose or be unrestricted so that Fort Lewis College can apply it where it is most needed.

Types of Planned Gifts

• Bequests:  You may name the Fort Lewis College Foundation in your will as beneficiary of a specific amount, a percentage, or the residue of your estate.
• Charitable Gift Annuity:  You may find an annuity plan that guarantees you an income for life and then guarantees that your legacy will live on through the Fort Lewis College Foundation.
• Charitable Remainder Trust:  You may fund a charitable remainder trust that will provide an income for the beneficiary for life (or for a term of not more than twenty years) and then provides the gift to the Fort Lewis College Foundation at the time of death.
• IRA:  You may name the Fort Lewis College Foundation as the beneficiary of your IRA.
• Life Estate:  You may deed your personal residence, farm, or ranch to the Fort Lewis College Foundation, giving the donor the right to live on the property for life.
• Life Insurance:   You may make the Fort Lewis College Foundation the owner and beneficiary or the beneficiary of an insurance policy.

  The information on this site is not intended as legal, tax or investment advice. For such advice, please consult an attorney, tax professional or investment professional.

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